Aditya Birla Sun Life Special Opportunities Fund - Growth - Regular Plan

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  • (-0.75%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth 0.46 4.06 12.89 19.67 16.76 20.43
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Oct 23, 2020 12.89 19.67 16.76 2.34 912.54
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 12.07 22.46 25.37 1.56 34,778.96
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 4.21 29.22 21.15 1.74 8,380.36
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 8.32 23.91 23.42 1.82 6,549.15
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 13.08 27.79 28.00 1.85 5,816.55
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.30 14.41 12.80 1.93 5,706.67

Fund Holdings as on 31-December-2025

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Clearing Corporation of India Limited

  • Aditya Infotech Ltd

  • Shriram Finance Ltd

  • Bank of Maharashtra

  • Billionbrains Garage Ventures Ltd

  • Kotak Mahindra Bank Limited

  • Axis Bank Limited

  • Vedanta Limited

  • Mahindra & Mahindra Limited

  • Swiggy Ltd

  • RBL Bank Limited

  • Bajaj Finserv Limited

  • HDFC Bank Limited

  • Tata Consumer Products Limited

  • ICICI Lombard General Insurance Company Limited

  • Tbo Tek Ltd

  • Reliance Industries Limited

  • CEAT Limited

  • Sobha Limited

  • Tech Mahindra Limited

  • Fortis Healthcare Limited

  • Eternal Limited

  • Navin Fluorine International Limited

  • Indus Towers Limited

  • Ambuja Cements Limited

  • Physicswallah Ltd

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Atul Limited

  • United Spirits Limited

  • Onesource Speciality Pharma Ltd

  • PNC Infratech Limited

  • SAMHI Hotels Ltd

  • Grasim Industries Limited

  • VRL Logistics Limited

  • Varun Beverages Limited

  • Sun Pharmaceutical Industries Limited

  • Hindalco Industries Limited

  • Tata Motors Limited

  • Rategain Travel Technologies Limited

  • IndusInd Bank Limited

  • Dabur India Limited

  • Jindal Steel & Power Limited

  • Coforge Limited

  • Safari Industries India Ltd

  • Granules India Limited

  • L G Electronics India Ltd

  • AIA Engineering Limited

  • Tata Motors Passenger Vehicles Limited

  • K.P.R. Mill Limited

  • Inventurus Knowledge Solutions Ltd

  • Stylam Industries Ltd

  • Hero MotoCorp Limited

  • Pitti Engineering Ltd

  • MEESHO LTD

  • Bluestone Jewellery And Lifestyle Ltd

  • Carborundum Universal Limited

  • ICICI Prudential Mutual Fund

  • MphasiS Limited

  • Orient Electric Ltd.

  • Power Mech Projects Limited

  • Wipro Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • e-Commerce

  • Trading

  • Miscellaneous

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Chemicals

  • Bank - Public

  • Fintech

  • Finance - Investment

  • Insurance

  • Tea/Coffee

  • Travel Services

  • Household & Personal Products

  • Refineries

  • Tyres & Allied

  • Finance - Asset Management

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Cement & Construction Materials

  • Educational Institutions

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Diversified

  • Logistics

  • Consumer Food

  • Automobiles-Trucks/Lcv

  • Steel/Sponge Iron/Pig Iron

  • Castings/Forgings

  • Textile

  • BPO/ITeS

  • Laminates/Decoratives

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Abrasives

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  • Cash

  • Equity

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹912.54 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended down ₹-0.2(-0.75%)yesterday to ₹26.37.

Among its top 3 holdings the fund has exposure to Bharti Airtel Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Dhaval Gala .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111